Joshua Lee Curtis

Current Employers

Employment History

• 12/2015 → 01/2018
  Cetera Advisors Llc
  Denver, CO
• 06/2017 → 08/2019
  Brokers Clearing House Ltd
  West Des Moines, IA
• 01/2018 → Present
  The Leaders Group, Inc
  Littleton, CO
• 08/2019 → Present
  Self Employed
  Lincoln, NE

Other Businesses

1.) JOSHUA CURTIS - 12/1/2015 - 2935 Pine Lake Road, Suite I, Lincoln, NE 68516 - Insurance agent, fixed life, LTC and disability insurance sales for various carriers, Not Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) CLARITY FINANCIAL (DBA FOR FINANCIAL SERVICES) - 1/1/2016 - 2935 Pine Lake Road, Suite I, Lincoln, NE 68516 - Representative, Sale of fixed and variable life, mutual funds, variable annuities, index annuities, Invt Rel, Insurance business, 40 hrs/mo; 40 hrs/mo (during trading hours). 3.) PORTFOLIO WATERFALL MEMBER RESOURCES - 2935 Pine Lake Road, Suite I, Lincoln, NE 68516 - 10/20/2020, Creator of the Portfolio Waterfall strategy, selling Portfolio Waterfall? resources to financial professional/financial firms & creating resources to help financial professionals implement the Portfolio Waterfall websites/apps/marketing resources, invt related, 10 hrs/mo; 2 hrs/mo (during trading hrs). 4) TLG ADVISORS INC - 7/13/2021 - 475 Springfield Ave., Suite 1, Summit, NJ 07901 - IAR Rep, Invt Rel, IAR Business, 10 hrs/mo; 10 hrs/mo (during trading hours). 5) GESTALT FINANCIAL GROUP - 10/1/2023 - 2935 Pine Lake Rd. Suite i, Lincoln, NE 68516 - Managing Member, Oversee product distribution and resource development, Not Invt Rel, 40 hrs/mo; 3 hrs/mo (during trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-07-07
• S63 Uniform Securities Agent State Law Examination
  2013-02-18